WBCG:LC - Strategy & New Initiatives

About the Role
The incumbent will support the Group Head in driving business strategy, management information, portfolio governance, and execution of key initiatives for the Large Corporate segment. The role will translate annual business objectives into actionable plans across lending, liabilities, transaction banking, trade finance, foreign exchange, and wealth products, while ensuring accurate MIS, timely dashboards, portfolio hygiene, customer mapping, audit readiness, and compliance with internal policies. The position will act as a strategic bridge between business leadership, coverage teams, product partners, risk, credit, operations, compliance, and technology/analytics teams to improve business outcomes and execution discipline.

Key Responsibilities
1. Business Planning and Strategic Management
. Support development and execution of the annual business strategy and operating plan for the Large Corporate segment.
. Translate budgeted targets into actionable plans across products, regions, and coverage teams.
. Track advances, deposits including CA/TD, fee income including trade/forex, PBT, yield/RAROC, CMS, digital, PPC, and Burgundy Private performance etc.
. Identify growth opportunities, performance gaps, and corrective actions through periodic portfolio and business reviews.
. Prepare strategic presentations, management notes, and decision-support analysis for senior leadership.
2. MIS, Dashboards and Performance Reporting
. Own preparation, validation, consolidation, and timely publication of daily, weekly, monthly, and ad hoc MIS.
. Develop and maintain management dashboards covering business performance, pipeline, product penetration, revenue realization, portfolio quality, customer activation, and regional productivity.
. Establish a single source of truth by reconciling data across business, finance, product, risk, and operations systems.
. Automate recurring reports and improve dashboard usability, data accuracy, and turnaround time in partnership with BIU, analytics, and technology teams.
. Provide clear commentary on trends, variances, exceptions, and required actions rather than reporting numbers alone.
3. Portfolio Maintenance and Housekeeping
. Maintain complete and accurate portfolio, customer hierarchies, account mappings, , and segment classifications.
. Drive periodic portfolio hygiene covering duplicate or incorrect mappings, inactive accounts, unmapped customers, stale records, and data exceptions.
. Coordinate closure of housekeeping items with ARMs, RMs , TLs and RHs.
4. Customer and Group Mapping
. Drive customer-to-RM, customer-to-group, , branch, geography, and segment mapping
. Validate new and existing customer mappings and coordinate corrections with relevant stakeholders.
. Support periodic review of group relationships, parent-subsidiary linkages, wallet opportunities, and coverage ownership.
. Ensure mapping changes are supported by defined rationale, approvals, and an auditable trail.
5. Compliance, Audit and Control Governance
. Drive readiness for internal, statutory, concurrent, compliance, and regulatory reviews relevant to the function.
. Coordinate data, evidence, process notes, and responses required for audit and compliance observations.
. Track observations, root causes, management actions, owners, and target closure dates until final resolution.
. Monitor adherence to internal policies, delegated authorities, information security, data confidentiality, and record-retention requirements.
6. Product Strategy and Revenue Growth
. Drive segment-level strategies across PPC, cash management services, digital transaction banking, trade, foreign exchange, cross-sell, and Burgundy Private.
. Identify product-specific opportunities and design customer acquisition, activation, and portfolio-deepening initiatives.
. Track product penetration, wallet share, pipeline conversion, utilization, and revenue realization.
. Develop segment-specific propositions and coordinate execution with product and coverage teams.
7. Strategic Initiatives and Program Governance
. Lead end-to-end execution of strategic and new initiatives from concept, business case, and approval through rollout and benefits tracking.
. Define project plans, governance forums, milestones, dependencies, risks, and success measures.
. Maintain initiative trackers and conduct periodic reviews with regional, business, product, and support teams.
. Resolve implementation bottlenecks, drive action closure, and institutionalize successful pilots across the network.
. Conduct post-implementation reviews and track business benefits against approved objectives.
8. Stakeholder Management
. Partner with coverage, product, finance, risk, credit, operations, compliance, legal, audit, BIU, analytics, and technology teams.
. Facilitate structured reviews, document decisions, assign action owners, and follow through to closure.
. Present concise insights, recommendations, and escalation points to senior leadership.

Key Deliverables / Success Measures
. Improvement in business growth, product penetration, wallet share, revenue realization, and pipeline conversion.
. Accurate and timely MIS and dashboards.
. Completeness and accuracy of customer, group, portfolio, and ownership mappings.
. Reduction in data exceptions, stale items, unmapped records, and housekeeping pendency's.
. Timely closure of audit, compliance, risk, and control actions with complete supporting evidence.
. On-time delivery and measurable business impact of strategic initiatives.

Qualifications
. CA or MBA with minimum 3 years of experience.
. Strong experience in strategy planning and execution orientation.
. Ability to understand the corporate banking.
. Sound knowledge of corporate products, trade flows, and transaction banking solutions.
. Strong stakeholder management across Coverage, Product, Risk, Credit, and Operations teams and other stakeholders.
. Strong analytical ability to assess pipeline quality, prioritise opportunities, and improve conversion.
. Data and AI-led approach to market analysis, client targeting, pipeline prioritisation, and business outcomes.

Role Proficiencies:
Experience in strategy and planning, business MIS, portfolio management, within Wholesale Banking, Corporate Banking, Commercial Banking, SME Banking, Transaction Banking, Trade Finance, sector-focused business development, or Wealth. The incumbent should demonstrate strong analytical and strategic presentation skills, control orientation, data discipline, and the ability to drive multi-stakeholder execution. Exposure to dashboarding, customer and group mapping, portfolio hygiene, audit/compliance coordination, pipeline development, and AI-enabled process improvement will be preferred. A sound understanding of corporate banking and working capital requirements is essential.